Skip to main content Manage Invites in BoxNCase Admin Streamline team expansion with BoxNCase’s comprehensive invitation system. Send invitations to new team members, track pending invites, and ensure smooth onboarding processes for your admin users.
Overview The invitation system provides:
Secure user onboarding through email invitations
Pending invite tracking and management
Invitation resending and link generation
Invitation revocation capabilities
Automated notification system
Add Admin Users through Invites BoxNCase uses an invitation-based system for secure user onboarding. This approach ensures:
Security Benefits:
Controlled access to admin functions
Verified email addresses for all users
Audit trail for user additions
Prevention of unauthorized access
Notification System:
The notification method (email, SMS, etc.) depends on your store’s configuration. Contact your technical team if you need to modify notification settings or troubleshoot delivery issues.Best Practices:
Send invitations from a recognized email address
Include clear instructions in invitation messages
Set expectations for response timeframes
Follow up on pending invitations
Invite a User To send an invite to a user:
Go to Settings ’ Users.
Click the Invite button.
Enter the user’s email.
Once done, click on the “Send invite” button.
View Pending Invites To view pending invites:
Go to Settings ’ Users.
Click the Invite button.
Below the form, you’ll find a Pending Invites table with all the invites that haven’t been accepted yet.
Resend an Invite Invitation resending is useful for various scenarios:
Common Reasons to Resend:
Email delivery issues or spam filtering
Lost or deleted invitation emails
Expired invitation links
User requests for new invitation
Technical issues during initial sending
Resend Best Practices:
Verify the email address before resending
Check with the user about email delivery issues
Consider alternative communication methods
Monitor invitation expiration times
To resend an invite to a user:
Go to Settings ’ Users.
Click the Invite button.
In the Pending Invites table, find the user to resend their invite and click on the ⋯ icon.
Choose “Resend invite” from the dropdown.
A notification will be sent to the user as configured by your technical team.
Get Invite Link In addition to sending the user an invite, you can copy the invite link and send it manually to the user.
To copy the invite link:
Go to Settings → Users.
Click the Invite button.
In the Pending Invites table, find the user to resend their invite and click on the ⋯ icon.
Choose Copy invite link from the dropdown.
You can then send this link to the user to sign up.
Delete Invite Important: Invitation deletion is permanent and immediately revokes access.When to Delete Invitations:
Role changes or organizational restructuring
Security concerns or policy violations
Incorrect email addresses or targeting
User no longer requires access
Cleanup of old, unused invitations
Effects of Deletion:
Immediate revocation of invitation link
User cannot sign up with deleted invitation
Removal from pending invitations list
No notification sent to invited user
To delete an invite:
Go to Settings → Users.
Click the Invite button.
In the Pending Invites table, find the user to resend their invite and click on the ⋯ icon.
Choose Delete from the dropdown.
Confirm deleting the invite by clicking the Delete button in the pop-up.
